Grow Your Business

NAIFA Members Qualify for Women in Insurance & Financial Services’ Circle of Excellence!

Several NAIFA members have qualified for the 2019 Women in Insurance & Financial Services’ Circle of Excellence. This is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 128 members submitted qualification for this distinction with reported ...

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Danny O’Connell is President-Elect of NAIFA-Texas

  Danny O’Connell, chief executive officer of Next Level Insurance Agency, LLC, has been elected president-elect of the National Association of Insurance and Financial Advisors – Texas (NAIFA-TX). O’Connell has been on the association’s Board of Trustees since 2016, most recently as secretary/treasurer. O’Connell will continue to build on the history of NAIFA-TX while growing membership and expanding political involvement. ...

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Register Today for NAIFA’s Big Ideas Webinar!

It is not too late to register for NAIFA’s Big Ideas Webinar titled, “Get More Qualified Sales Appointments in the Next 24 Hours.” This valuable webinar takes place Dec. 4 at 3 p.m. ET and is presented by Wendy Weiss, The Queen of Cold Calling. Many insurance and financial professionals aren’t able to build a book of business large enough ...

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Register Today for the CLTC Master Class!

It’s time to register for the Certified in Long Term Care (CLTC) class, a two-day course focused on long-term-care planning. The class takes place from December 5-6 at the Renaissance Washington DC Downtown Hotel. The CLTC designation will help you understand that not having a plan for long-term care will disrupt every other plan your client has created to help ...

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Consumer Misconceptions About Long-Term Care–and How to Address Them

  Planning for long-term care (LTC) has become an increasingly important topic as the population ages and people are living longer. While the effects of a life-changing health event could impact the entire family, research released by Lincoln Financial Group during Long-Term Care Awareness Month currently under way shows that consumers don’t know the entire truth about LTC needs and ...

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November is Long Term Care Awareness Month!

November is Long-Term Care Awareness Month—and time for you to participate in Long Term Care Awareness Month, the campaign aimed at educating Americans about the importance of owning long-term-care products and services. As you take part in LTC Awareness Month, do not forget to visit NAIFA’s online Limited and Extended Care Planning (LECP) at NAIFA’s Limited & Extended Care Planning ...

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NAIFA CEO Mayeux Attends LIMRA Conference

NAIFA CEO Kevin Mayeux is attending the 2019 LIMRA Annual Conference in Boston along with colleagues from around the industry, including senior executives from dozens of leading insurance and financial services firms. To see Mayeux’s tweets from the conference, follow him on Twitter. LIMRA is the leading research, consulting, and professional development organization for the life insurance and financial services ...

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NAIFA Past President Keith Gillies, NAIFA Trustee Ryan Pinney and NAIFA Member Brian Haney Win NAILBA’s ID Twenty Awards

  NAIFA’s Immediate Past President Keith Gillies, CFP, MBA, NAIFA Trustee Ryan Pinney, LACP, and NAIFA member Brian Haney, CFS, CLTC, CFBC, CIS,LACP, are among the 2019 recipients of NAILBA’s ID Twenty Awards. In the award’s inaugural year, NAILBA is honoring Independent Distribution’s most courageous innovators and visionaries who have made important contributions to the insurance profession. “We received over ...

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Aprilyn Geissler Receives NAIFA’s Diversity Champion Award

  Aprilyn Chavez Geissler of Albuquerque, N.M., is NAIFA’s 2019 Diversity Champion. Geissler is First Executive Vice President of Gateway Insurance and Financial Services, Inc., a national firm with over 200 office locations and a corporate home office in Albuquerque, N.M. Geissler has been instrumental in helping Gateway Insurance and Financial Services, Inc. focus on providing insurance and financial services ...

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Register Now for Webinar on NAIFA’s LACP!

Don’t miss the October 16 webinar by NAIFA on the Life and Annuity Certified Professional (LACP) certification. The webinar will explain what the LACP entails, how to get it and how to use it to further serve your clients and drive business.   The LACP certification is the newest mark of distinction for financial professionals and is accredited and listed ...

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